Were the North and South Evenly Matched…on the Rails?

One of the questions that was much debated in class was whether the North and South were evenly matched in the American Civil War? To get the discussion rolling, our professor threw out the following…

In his interesting study of the American Civil War, Archer Jones argues in Civil War Command and Strategy: The Process of Victory and Defeat (1992), that despite its superior numbers, the Union advantage was greatly diminished by the extent of Southern territory, the intrinsic superiority of the defense over the offense, and the problems of supplying armies over long distances. Jones also states that Northern industrial dominance also proved almost useless in a war that depended less on complex weaponry and ammunition than on the man with the rifle. In Jones’ opinion, the two sides were, in fact, almost evenly matched.[i]

Our task was to take a stand on whether the North and South were evenly matched. I decided to focus on the very specific area of railroad transportation during the war. Part of my interest in this area comes from my association with friend and rail historian Peter A. Hansen, the editor of Railroad Historyand author of a number of articles for Trains Magazine. I was able to interview him on the topic and have included a good part of that in the post below. The photo below will be included in the upcoming issue of Railroad Historywhich “is given over to a nearly-encyclopedic overview of every company that ever built steam locomotives in America.”[ii] The principal contributor is John H. White, Jr., former curator of transportation at the Smithsonian Institution.

Photo: New Jersey Locomotive & Machine-built 4-4-0 Fred Leach near Union Mills, Va., on August 1, 1863, the year after it was built. Its stack and tender have taken cannon shot, and the main rod is missing. It became Orange and Alexandria Warrenton after the American Civil War. Library of Congress: 111-B-185.

Charles Roland, in his book An American Illiad: The Story of the Civil War, provides a strong case for the American Civil War being considered the “first complete railroad war.” He asserted that the North was well ahead of the South in railroad resources entering into the war with 20,000 miles of rails in 1860 to the South’s 10,000. The railroads of the north were better “linked into systems of trunk lines that covered the entire region.”[iii] There were other things that made the North’s railroads superior. “First, it was dotted with locomotive factories, concentrated particularly in Massachusetts, Paterson, New Jersey, and Philadelphia. All of them remained beyond the reach of Rebel forces, so production was never disrupted. It was never disrupted for want of materials, either, since most of the iron ore and coal were also concentrated in the North.”[iv]

“In addition, the North’s railroads were almost all built to the standard track gauge of 4’ 8 ½”. That meant the cars could be interchanged from one line to another without the need for time-consuming unloading and reloading of passengers and freight. In the South, the rail network was pretty thin to begin with, and the multiplicity of track gauges hampered operations even more. That was particularly important considering that most of the war was fought on Southern soil. With the notable exception of one shining moment at the First Battle of Bull Run, the South was never consistently able to rush men and materiel to the front by rail. There were just too many obstacles to such smooth operation in most of Dixie.”[v]

“It’s a little-known fact, but track gauge was the first big standardization issue – in any industry. It seems incredible to us from our modern perspective, but many people were slow to grasp the need for standardization. It had never been needed in the days when every village had its own blacksmith or carpenter, whose products never needed to be used in conjunction with those of the smithy or carpenter in the next town.”[vi]

“The South didn’t have a single locomotive factory of any consequence during the Civil War. Several had made a start during the 1840s and 1850s but failed to survive into the War years – including Richmond’s famous Tredegar Iron Works (see the American Civil War Center’s site at Tredegar Iron Works here). While the firm itself survived until 1956, they produced locomotives only from 1851 to 1860. Even as the storm clouds were gathering, they decided in late 1860 that the locomotive business wasn’t profitable for them, and they retooled the shop for other uses.“[vii]

“Aside from Tredegar, the only wartime Southern locomotive factory that’s even marginally worth mentioning was James Noble and Son of Rome, Georgia. They produced only a few locomotives after 1855 and their factory was destroyed by Sherman’s army in 1864. What this means, of course, is that Southern railroads became increasingly dysfunctional as their locomotives were destroyed, since they had no means of replacing them. It also meant that their remaining locomotives were often old, and/or held together by any means possible.”[viii]

McPherson substantiates this in his book, Battle Cry of Freedom. He indicates that of the 470 locomotives built in the U.S. in 1860; only 19 were built in the South.[ix] According to Hansen, “the production of 470 locomotives in a single year may seem like a large number. But it is less surprising in light of two things. First, railroad mileage in the U.S. had surpassed 30,000, and about 2/3 of that total had been built in the previous decade. Just like new highways today, there was comparatively little traffic on new lines in their first couple of years, but usage mushroomed when people and businesses began to change their previous transportation preferences, and when businesses began to locate along the new lines. When a line began to see more traffic, whether two or five or eight years after it was built, new locomotives were needed to handle it. An economist might say that the need for rolling stock lagged the actual construction by a few years.”[x]

“Another thing to consider is the poor utilization of assets in those days. Just as standardization was a new concept in the middle of the 19th century, so, too, was asset utilization. The latter concept is quite recent indeed, not being fully understood until just the past decade or so. [Note: Consider that Southwest Airlines ran circles around its competitors for years, chiefly because SWA insisted on having an entire fleet of identical planes, and on keeping them on the ground for only 30 minutes at each stop. The underlying rationale for both policies was better asset utilization. The older airlines are still struggling to apply those same lessons.] A steam engine is a highly labor-intensive beast. It requires constant attention from fireman and engineer alike in order to get maximum productivity while it’s working, and it spends about two hours in the shop for every hour it spends on the road. That time is absolutely necessary to the proper functioning of the machine, since grates need to be shaken, ashes need to be dumped, and moving parts need lubrication. (Tallow was a common valve lubricant in those days before petroleum engineering, and applications had to be repeated frequently.) About once a month, the steam engine’s fire was dumped altogether so the tubes and flues could be inspected. The process of cooling an engine down, inspecting it, and firing it back up typically took 24-48 hours, so there’s a big chunk of unproductive time right there. So the bottom line is that they needed a lot of locomotives in those days!”[xi]

Brilliant Uses of Railroads

The South did have some success with the use of trains for troop transfer. Johnston’s use of the Manassas Gap Railroad to move his troops to Manassas Junction to reinforce Beauregard was brilliant and no doubt influenced the outcome of that engagement which so demoralized the North. Roland also reviews Bragg’s “almost incredible strategic use of the railroads” against Buell as the latter approached Chattanooga. “The Confederates half-circled the Union army by moving 30,000 from Tupelo, Mississippi, roundabout by way of Mobile and Atlanta to Chattanooga, a movement of some 776 miles.”[xii] Hansen felt that, “while it was true that Bragg’s campaign was a remarkable success in the face of daunting logistics, this was the exception that proves the rule.” The mere fact that he had to detour 776 miles in order to go 300 speaks to the paucity of railroads in the South. And even in his 776-mile detour, he had to port his troops on foot east of Montgomery, where the railroad ended, before he could load them on trains again near Columbus, Georgia. So yes, the railroads helped him win, but I submit that it was his audacity, combined with Buell’s dithering, that gave him the ability to make the best of a questionable asset.”[xiii]

Hansen added, that “it is worth noting that railroads were the whole reason Chattanooga had such strategic significance. The principal line from Richmond to Atlanta, and the line from Memphis to the east, converged there. Without Chattanooga, the South’s ability to move men and materiel by rail in their own territory was all but gone.”[xiv]

Thomas Ziek, Jr. came to the same general conclusion in his Master’s Thesis, “The Effects of Southern Railroads on Interior Lines during the Civil War.” He tried to determine whether or not the South enjoyed the advantage of interior lines and concluded that they did not.

The use of railroads during this conflict placed an enormous physical strain upon the limited industrial resources of the Confederacy, and a great strain upon the intellectual agility of the Confederate High Command. Based upon the evidence studied, and the time-space comparisons of both Northern and Southern railway operations, several conclusions can be drawn: the South entered the war with a rail system that was unable to meet the demands of modern war; the Confederate leadership understood the importance of the railroad and its importance to strategic operations early in the war, but were unwilling to adopt a course of action that best utilized their scarce assets; Union control, maintenance, and organization of its railway assets ensured that it would be able to move large numbers of troops at the strategic level efficiently from early 1863 to the end of the war. Based on these conclusions, the Confederacy lost the ability to shift troops on the strategic level more rapidly than the Union by 1863. This was a result of its physically weakened railroad system and military setbacks which caused Southern railroads to move forces over longer distances.[xv]

My conclusion, for this area of focus, is that the North and South were NOT equally matched either in their physical rail assets nor in their management of those assets. While the South had some moments of brilliance in their use of railroads, they simply did not have the infrastructure to maintain, let alone expand, the railroads of their region to their greatest advantage.

6 Responses

Your point about northern locomotive manufacturing ability is compelling, but I’m less convinced about the track issue. Isn’t the latter potentially a double-edged sword? The union armies had to advance into the south in order to win. When they did so, they generally tried to follow the rivers (e.g., the Cumberland and Tennessee) and coastline (e.g., New Orleans) because they were ready-made highways and the north had for the most part overwhelming naval supremacy. But when they could not use rivers, wasn’t the primitive nature of the southern transportation system (rail and road) a huge problem? Put differently, isn’t it possible to argue that the south’s inferior transportation system was a substantial asset to the south when fighting on defense in its own interior?

You raise an interesting point when you suggest that the disjointed nature of Southern infrastructure might have been a defensive asset. On balance, however, track gauge was a bigger impediment to Southern defenders than it was to Union invaders. The reason lies chiefly with the U.S. Military Railroads, which became highly adept at repairing damaged lines and returning them to service quickly. When the USMRR rebuilt the lines, they usually rebuilt them to standard gauge, so there was little long term inability for the North to move men and materiel, even on Southern railroads.

The South could have standardized their track gauge themselves, but here, as in so many things, Southern leadership was unwilling to mandate order from above.

IIRC, most railroads did not pass through cities. Goods and passengers were unloaded and put into wagons to be taken cross town to board a train on the other side of the city. That is likely a reason why different gauge tracks weren’t a major issue even in the north. Regardless, I believe the north did better in standardizing tracks even among competing companies.

Isn’t the comment about gauge differences misleading. While the south did have to deal with railroads of standard, 5′ and even 5’6″ gauges, in the north there were a fair number of roads built to 4’10” (NJ, OH) and 6′ gauge (certain PA and NY roads), and IIRC the Pennsy was actually a 4’9″ gauge road. The famous transfer of the 11th and 12th corps from the Army of the Potomac to Tennessee during the Chatanooga campaign involved travel on standard gauge to the Ohio River, 4’10” gauge through Ohio to Indiannapolis, standard gauge through Indiana to the Ohio River opposite Louisville and then 5′ gauge from Louisville to the front. Longstreet’s earlier transfer from Virginia to Georgia had required only one gauge change (at either Charlotte or Wilmington depending on the unit’s route).

Also gauges were largely grouped by region in the south. Most standard gauge trackage was found in Virginia and NC. In the region between a line running from Lynchburg VA to Charlotte NC to Wilmington NC on the NE and the Mississippi on the west 5′ gauge was almost universal, with the only major exception being the standard gauge Montgomery & West Point in Alabama. From New Orleans and Mobile it was possible to travel by 5′ gauge trains exclusively to Richmond and Norfolk, Virginia, Wilmington NC, Charlston SC and Savanah GA.

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Welcome! My name is Rene Tyree and I am a graduate student in military history with focus on the Civil War. I've designed the blog to keep the mass of information coming from my coursework, book reviews, and research organized and to plug into the rich conversations in the blogosphere on this topic.